Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK.
We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations.
At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track.
Our clients rely on us to help them feel financially secure, confident and independent.
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378.
Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number 07882611.
The content is for general information only and does not constitute advice. The content was accurate at the time of writing. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the articles mentioned.
Company Details
- Employees
- 686
- Founded
- -
- Address
- 60 Church Street, Birmingham,b3 2dj,united Kingdom
- Phone
- 0121-212-9212
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- successionwealth.co.uk
- Keywords
- Investment Management, Retirement Planning, Wealth Protection, Lifetime Cash Flow Planning, Corporate Services.
- HQ
- Birmingham
Succession Wealth Questions
Succession Wealth's helpline number is 0121-212-9212
Succession Wealth's website is successionwealth.co.uk
Succession Wealth's LinkedIn profile is https://uk.linkedin.com/company/succession-wealth
Succession Wealth has
686 employees.
View email and phone details for 686
employees at Succession Wealth.
Succession Wealth's industry is
Financial Services
Succession Wealth's top competitors are
Aviva,
Rathbones,
Quilter Financial Planning,
Ascot Lloyd,
St. James’s Place,
Quilter,
Rbc Brewin Dolphin,
Wesleyan,
Evelyn Partners,
Afh Wealth Management.
Succession Wealth's categories are Financial Services
Succession Wealth's founding year is 2009
